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businessFeb 13, 202525:50pending

The other side of trade

Unhedged

About this episode

Coverage of President Donald Trump’s tariffs tends to focus on their effect on American consumers. That’s important, but it’s only half the story, or less. Today on the show, Rob Armstrong and Katie Martin welcome Alan Beattie to discuss how the rest of the world is responding to the Trump tariffs, and what leverage they might have. Also, they go long eggs, and the neutral interest rate, and short the giant panda. 


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You can email Robert Armstrong and Katie Martin at [email protected].


Read a transcript of this episode on FT.com


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The other side of trade

Unhedged

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